Kasey Walton is a registered investment advisor, based in Chicago, IL, with 6 years of industry experience.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kasey works as an insurance agent for Bankers Life & Casualty, providing life and health insurance products. This activity takes nearly a full-time commitment.
Employment History
Current Registrations
Bankers Life Securities, INC.Broker
May 2020 - Present · 6 yrs
Bankers Life Advisory Services, INC.
October 2019 - Present · 6 yrs 7 mos
State Registrations2 states
OHRI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.